Berger Financial Group’s Hewlett Packard HPE Stock Holding History

Berger Financial Group’s Portfolio HPE Stock Details HPE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$400K	Buy	+8,863	New	+$320K	0.02%	330
2025 Q1	–	Sell	-11,192	Closed	-$239K	–	425
2024 Q4	$239K	Buy	11,192 +11	+0.1%	+$232	0.02%	365
2024 Q3	$229K	Sell	11,181 -141	-1%	-$2.69K	0.02%	356
2024 Q2	$240K	Sell	11,322 -391	-3%	-$7.21K	0.02%	328
2024 Q1	$208K	Sell	11,713 -273,226	-96%	-$4.44M	0.02%	351
2023 Q4	$4.84M	Sell	284,939 -3,358	-1%	-$54.7K	0.5%	60
2023 Q3	$5.01M	Buy	288,297 +3,477	+1%	+$59.8K	0.58%	45
2023 Q2	$4.78M	Sell	284,820 -6,892	-2%	-$105K	0.54%	47
2023 Q1	$4.65M	Sell	291,712 -13,481	-4%	-$212K	0.56%	54
2022 Q4	$4.87M	Buy	305,193 +10,545	+4%	+$155K	0.64%	48
2022 Q3	$3.53M	Buy	+294,648	New	+$4M	0.52%	59

Other funds holding HPE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Berger Financial Group's HPE Position: Q2 2026 in Review

Berger Financial Group opened a new position in Hewlett Packard (HPE) in Q2 2026: 8,863 shares worth $400K. The stake represents 0.02% of the portfolio and ranks #330 among its holdings. This is a return to the name: Berger Financial Group previously reported a position in HPE as recently as Q4 2024.

Berger Financial Group first reported a position in HPE in Q3 2022 and has held it in 11 quarters since. The position peaked at $5.01M in Q3 2023. 1,444 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

Berger Financial Group held 8,863 shares of Hewlett Packard worth $400K as of Q2 2026.
Hewlett Packard was a new Berger Financial Group position in Q2 2026.
Hewlett Packard made up 0.02% of Berger Financial Group's portfolio in Q2 2026, its #330 holding.
Berger Financial Group first reported a position in Hewlett Packard in Q3 2022 and has held it in 11 quarters since.
Berger Financial Group's Hewlett Packard position peaked at $5.01M in Q3 2023.
1,444 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.